Start every client report
with the details in place.

Choose a client and bring their history, manager, specialists, and services into the reporting form. This uses the account-context step from Maatwerk Online’s larger reporting portal.

See the plugins See how it works

Runemill report Client selected

The account context is already here.

Client

Runemill Guild

Account manager

Luna Spellwell

Services

SEO · Paid ads

Manager, specialists and services come from the client record.

Report setup Context filled

Ready for the writer

Illustrative experience

Choose from current client records
Manager and specialists filled in
Services and history in view

The finished experience

Start with the account context, not an empty form.

The person writing the report sees who is involved and what the client buys without looking those details up again.

A good fit for
Agencies and teams whose deliverable has several authors.

1

Keep the client details together

Maintain a client record with its manager, assigned specialists, services, and useful history. The featured agency keeps these in client posts.

Gravity Forms
2

Choose the client for this report

Populate the client choices from those records and use the selected client ID to filter the fields that follow.

GP Populate Anything
3

Bring the account context into view

Populate the manager, specialists, services, and history into the reporting form. The writer can start their section with the relevant details already in place.

GP Populate Anything

Inspired by a real build

Maatwerk Online’s Magic Portal: agency automates customer reporting and streamlines collaboration through their own customer portal February 2022 See how one agency created a customer portal that serves as an internal collaboration tool and a client reporting portal using Gravity Perks. Read the spotlight

What you’ll need.

Start with Gravity Forms. Add the capabilities this solution needs, then make the experience your own.

GP Populate Anything

Fills the reporting form with the selected client’s history, manager, specialists, and services.

Explore GP Populate Anything

Taking it further

Add these optional plugins when your project calls for more.

Optional

GP Easy Passthrough

For a separate section form, passes a submitted report’s token in a notification link and maps its client and report IDs into that section. It does not assemble the returned sections.

Explore GP Easy Passthrough

Optional

GP Entry Blocks

Displays completed report entries in a client portal after you have separately assembled them. Restrict both list and detail views to the signed-in client and Released status.

Explore GP Entry Blocks

Optional

GP Advanced Save & Continue

Adds automatic saving, automatic loading and draft management for long report forms. Native Save & Continue already provides manual resume links.

Explore GP Advanced Save & Continue

Optional

GP Limit Dates

Keeps the deadline the manager picks inside a sensible window, neither in the past nor months out.

Explore GP Limit Dates

Optional

GP Word Count

Adds a live word count and an enforced limit for a section summary. The featured agency used a custom snippet for an advisory 250-word count that still allowed submission.

Explore GP Word Count

Before you start

Client records with the fields you want to populate.
Staff-only access to the reporting form and client data.
For the optional section-form handoff, a submitted report entry, an Easy Passthrough token link and explicit mappings for the report and client IDs.
For the optional client report view, already-assembled report entries with a client user ID and release status. Require login and filter every list and detail query by both; configure editing permissions separately.

Get this built.

A plan covers how many of our plugins you run at once, and on how many sites. Here is what this one needs.

Required

GP Populate AnythingPerks

Optional

GP Easy PassthroughPerks
GP Entry BlocksPerks
GP Advanced Save & ContinuePerks
GP Limit DatesPerks
GP Word CountPerks

Gravity Perks Basic $59 /year

Covers this on one site. More sites need Advanced or Pro.

Gravity Perks Pro $299 /year Taking all 5 optional perks too makes it 6 in all, which needs Pro.

See plans for this solution

Every plan renews at the same price, and you can upgrade any time for the difference.

Make it fit
your project.

Does this assemble everyone’s sections into one report?

This recipe fills the account context. Maatwerk’s full portal also used Copy Cat and custom snippets for collaboration and report handling. Easy Passthrough can prefill separate section forms, but connecting their submissions into a final report needs a separately designed assembly process.

Can a writer finish a long section later?

Yes. Gravity Forms Save & Continue provides a manual resume link. Optional Advanced Save & Continue adds automatic saving and loading plus draft management.

Can clients read finished reports in a portal?

Entry Blocks is an optional modern display layer for completed report entries. Require login, filter both list and detail views to the current client and Released status, and keep staff editing permissions separate. It does not assemble the report for you.

Does Word Count have to block long summaries?

The standard perk enforces the limit. Maatwerk used a custom snippet to make its 250-word count advisory and permit longer submissions; reproducing that behavior requires the customization.